Objective:
- Learn how to pay for a Trust request by credit card within Clio
Environment:
- Clio Manage
Additional Information:
- This requires the Clio Payments integration, click here to learn more
- You must generate and approve the Trust Request before you can apply payment: How to Create a Trust Request
Procedure:
- Open the Trust Request
- Select the blue Record Payment button
- Open the Source dropdown menu and select Credit Card
- Fill out all required fields accordingly
- Select the Billing Information button at the bottom of the window
- Fill out the Billing Details window and select Complete Payment